Terms of Use

Bequestor helps users create and maintain an organized legacy record of personal belongings, intended beneficiaries, item details, locations, notes, photographs, and related instructions.

The service is intended to support clarity and communication in the estate planning process. It does not create, amend, replace, revoke, or interpret any will, trust, codicil, memorandum, beneficiary designation, power of attorney, or other legal document.

Bequestor may be offered to clients through an estate planning firm. When a client is invited by a firm, the firm retains read-only access to the client’s Bequestor record for reference as part of the planning process.

Bequestor does not create an attorney-client relationship between Bequestor and any user. Any attorney-client relationship exists only between the client and the client’s attorney or law firm, if applicable.

Users are responsible for maintaining the confidentiality of their login credentials and for all activity that occurs through their account.

Users agree to provide accurate account information and to update that information when necessary. Users should not share login credentials with unauthorized individuals or attempt to access records, accounts, or information they are not authorized to view.

Clients are responsible for the information they enter into Bequestor, including the accuracy, completeness, and continued relevance of belongings, notes, locations, intended beneficiaries, percentages, instructions, and other record details.

Bequestor provides a structure for organizing information, but does not verify, guarantee, or determine the completeness, accuracy, legal validity, enforceability, or legal effect of any information entered by a user.

Bequestor records are intended to serve as an organized reference for clients, estate planning firms, executors, trusted advisors, and other individuals the client chooses to involve.

A Bequestor record should not be treated as a legally binding instruction unless an attorney determines that the information has been properly incorporated into legally effective estate planning documents or other appropriate legal instruments.

Use of Bequestor is also governed by the Privacy Policy. The Privacy Policy explains how information may be collected, used, accessed, and protected.

Users should review the Privacy Policy carefully, especially because Bequestor records may include sensitive personal and family information.

Bequestor aims to provide reliable access to the service, but uninterrupted or error-free availability cannot be guaranteed. Access may be affected by maintenance, updates, technical issues, third-party service providers, security needs, or circumstances outside Bequestor’s control.

Bequestor may update, modify, suspend, or discontinue portions of the service as needed to improve functionality, address security or operational concerns, or adapt to future business or legal requirements.

Bequestor may rely on third-party providers for hosting, storage, security, communication, payment processing, analytics, or other operational support. Bequestor is not responsible for failures, interruptions, or actions of third-party services outside its reasonable control.

Bequestor, including its name, design, structure, branding, software, page layouts, text, and related materials, is owned by Bequestor or its licensors and is protected by applicable intellectual property laws.

Users may use Bequestor only as permitted through the service. Users may not copy, reproduce, reverse engineer, resell, or commercially exploit Bequestor except as expressly authorized.

Users retain responsibility for the information, photos, notes, and other content they enter into Bequestor. By entering content, users confirm that they have the right to provide and use that content within the service.

Users grant Bequestor the limited permission necessary to store, process, display, generate, and maintain that content solely for the purpose of operating the service and providing the requested recordkeeping functions.

Bequestor may suspend or restrict access to the service if an account is used in violation of these terms, creates security risk, appears fraudulent, or otherwise threatens the integrity or operation of the service.

Bequestor may update these Terms of Use from time to time as the service develops or as legal, operational, or security needs change. Updates will be posted on this page. Continued use of Bequestor after updated terms are posted constitutes acceptance of the updated terms.